JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$454K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,995
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.38M
3
+$3.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.25M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.33M

Top Sells

1
+$7.46M
2
+$6.92M
3
+$6.69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.45M

Sector Composition

1 Financials 3.85%
2 Technology 3.23%
3 Industrials 2.56%
4 Consumer Discretionary 2.04%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$60K 0.01%
1,194
-551
352
$59K 0.01%
1,470
-326
353
$59K 0.01%
863
+834
354
$58K 0.01%
899
-966
355
$58K 0.01%
2,955
+198
356
$58K 0.01%
3,271
+3,137
357
$58K 0.01%
624
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358
$58K 0.01%
979
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359
$58K 0.01%
1,344
-2,367
360
$57K 0.01%
878
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361
$57K 0.01%
599
-183
362
$56K 0.01%
897
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363
$56K 0.01%
1,104
+995
364
$56K 0.01%
+519
365
$56K 0.01%
2,540
-3,518
366
$55K 0.01%
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367
$54K 0.01%
3,198
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368
$54K 0.01%
248
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369
$54K 0.01%
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370
$54K 0.01%
535
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371
$54K 0.01%
3,824
-2,953
372
$54K 0.01%
772
-142
373
$54K 0.01%
2,016
-834
374
$54K 0.01%
598
+101
375
$54K 0.01%
922
-752
13 14
15
16 17